Using the Hold Sale Feature in Nexchar POS

The Hold Sale feature in Nexchar POS allows you to temporarily pause an ongoing sale and resume it at a later time. This is particularly helpful in situations where customers may need a moment before completing a purchase or when prioritizing other sales in a busy environment. This article will guide you through enabling, using, and resuming held sales in Nexchar POS.

1. Enabling the Hold Sale Feature

By default, the Hold Sale feature is hidden. Here’s how to enable it:

1. Go to Settings > General Settings in Nexchar POS.
2. Locate the option labeled Enable Hold Sale.
3. Check the box next to Enable Hold Sale and click Save.

Once enabled, a Hold Sale button will appear at the bottom of the sales panel on your main sales screen.

2. Using the Hold Sale Feature

After enabling the feature, you can place a sale on hold directly from the sales screen:

1. During an active sale, click the Hold Sale button located below the Print Receipt checkbox at the bottom of the sales panel.
   • Keyboard Shortcut: You can also press Alt + H to hold a sale.
2. The sale will now be added to the Held Sales List and temporarily removed from the active sales screen.

Once enabled, a Hold Sale button will appear at the bottom of the sales panel on your main sales screen.

3. Resuming a Held Sale

To retrieve and resume a sale that was placed on hold:

1. In the main sales screen, click on the three-dot menu icon near the top-right corner, next to the search icon.
2. From the dropdown menu, select Resume Held Sale. This opens the Held Sales List, where all held sales are displayed.
   • Keyboard Shortcut: Use Ctrl + Shift + H to open the Held Sales List instantly.
     
3. In the Held Sales List, locate and select the sale you want to resume. This will restore the sale with all items and pricing details intact, ready for checkout.

After resuming, you can proceed to complete the transaction or make any necessary adjustments.

Additional Notes

• Receipt Printing: Held sales do not trigger receipt printing by default. Receipts will only print when a sale is completed after resumption, ensuring that temporary holds do not result in extra receipts.
• User Permissions: Ensure that the Hold Sale option is enabled in General Settings. If disabled, the Hold Sale button and related functionality will not appear on the sales screen.

Frequently Asked Questions

Q: Can I use a different shortcut for the Hold Sale function?
A: The default shortcuts are provided for convenience, but custom shortcuts may be configured depending on your POS setup.

Q: Will held sales remain accessible if I log out or switch devices?
A: Yes, held sales are saved in the Nexchar POS database and remain accessible until they are resumed or removed.

Q: Can I access the Held Sales List on multiple devices?
A:  Held sales are stored locally, so they can only be accessed on the device where they were created.

Need Additional Help?

This guide reflects the layout and options shown on your Nexchar POS interface, helping you make the most of the Hold Sale feature in your business operations.